Alta Park Capital, LP
27 holdingsFiling period: 2026-06-30Current AUM: $923.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SNDK | Sandisk Corp | 52.1K | $118.5M | $71.2M | 7.70% | -- | 2026-06-30 |
| 2 | WDC | Western Digital Corp | 136.2K | $87.0M | $49.6M | 5.37% | +9.7K | 2026-06-30 |
| 3 | MRVL | Marvell Technology Inc | 213.9K | $63.7M | $51.4M | 5.57% | +13.9K | 2026-06-30 |
| 4 | AMAT | Applied Matls Inc | 83.5K | $60.4M | $33.8M | 3.66% | -17,969 | 2026-06-30 |
| 5 | TER | Teradyne Inc | 120.8K | $58.4M | $40.7M | 4.40% | +27.2K | 2026-06-30 |
| 6 | AMD | Advanced Micro Devices Inc | 99.0K | $57.5M | $52.9M | 5.73% | -- | 2026-06-30 |
| 7 | TTWO | Take-Two Interactive Softwar | 224.2K | $56.1M | $46.3M | 5.02% | -- | 2026-06-30 |
| 8 | PANW | Palo Alto Networks Inc | 160.6K | $54.8M | $54.6M | 5.91% | -- | 2026-06-30 |
| 9 | COMP | Compass Inc | 3.87M | $47.7M | $36.8M | 3.99% | +481.4K | 2026-06-30 |
| 10 | — | NU Hldgs Ltd | 3.40M | $45.5M | $45.5M | 4.92% | +310.3K | 2026-06-30 |
| 11 | SMTC | Semtech Corp | 257.9K | $41.7M | $35.1M | 3.80% | -- | 2026-06-30 |
| 12 | — | Globalfoundries Inc | 471.2K | $38.8M | $38.8M | 4.20% | -- | 2026-06-30 |
| 13 | — | Asml Hldg NV | 19.3K | $38.4M | $38.4M | 4.16% | -1,788 | 2026-06-30 |
| 14 | STM | Stmicroelectronics N V | 507.0K | $38.0M | $23.2M | 2.51% | -- | 2026-06-30 |
| 15 | — | Tower Semiconductor Ltd | 131.2K | $34.2M | $34.2M | 3.70% | -20,450 | 2026-06-30 |
| 16 | NVDA | NVIDIA Corporation | 157.8K | $31.6M | $34.2M | 3.70% | -24,741 | 2026-06-30 |
| 17 | S | Sentinelone Inc | 1.79M | $30.4M | $39.4M | 4.26% | +134.1K | 2026-06-30 |
| 18 | — | Dpc Holdings PLC | 584.1K | $28.7M | $28.7M | 3.10% | -- | 2026-06-30 |
| 19 | DDOG | Datadog Inc | 92.9K | $24.2M | $23.8M | 2.58% | -- | 2026-06-30 |
| 20 | SNOW | Snowflake Inc | 95.0K | $24.2M | $30.4M | 3.29% | -- | 2026-06-30 |
| 21 | META | Meta Platforms Inc | 42.2K | $23.8M | $29.3M | 3.17% | +2.9K | 2026-06-30 |
| 22 | NFLX | Netflix Inc. | 309.5K | $22.1M | $21.3M | 2.30% | -187,286 | 2026-06-30 |
| 23 | MELI | Mercadolibre Inc | 8.1K | $13.7M | $15.2M | 1.64% | -484 | 2026-06-30 |
| 24 | ON | ON Semiconductor Corp | 141.8K | $13.4M | $10.7M | 1.16% | -- | 2026-06-30 |
| 25 | COHR | Coherent Corp | 33.0K | $13.0M | $7.6M | 0.83% | -61,098 | 2026-06-30 |
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